REAL TIME REPORTING

EXPERIENCE THE PRIME ADVISORY DIFFERENCE

ABOUT

Partnering with you to get – and keep - your financial life on track.

We are a dynamic advisory firm providing innovative and actionable advice and strategy to businesses and individuals

At PrimeAdvisory, we take the time to really get
to know you. Our skilled team of business
advisors, chartered accountants, SMSF experts,
and financial, lending and risk advisors are here
to support you to achieve your financial and
lifestyle aspirations.

We’re passionate about building rewarding long
term relationships with our clients and their
families. Once we have a shared understanding
of your goals and a tailored strategy and plan in
place, we work alongside you, checking in
regularly to keep you on track.

At PrimeAdvisory, we’re here to partner with
you throughout your financial journey.

STRATEGY FIRST

Comprehensive strategies, tailored just for you.

QUALITY PROACTIVE ADVICE

Innovative guidance from specialist advisors.

NO SURPRISES

Transparent fees – you’ll know the total cost upfront.

KEEPING YOU ON TRACK

Partnering with you to achieve financial success.

LEARN MORE ABOUT USDownload our company profile

SERVICES

We offer a comprehensive range of advisory services for businesses and individuals seeking to take control of their financial lives. Our unique
Ontrack programs combine specialist advice and real time reporting to deliver tailored financial strategies that help you to meet your goals.

Learn more about how we work with you as we partner with you throughout your financial journey.
Click below for more information about our Business Ontrack, Financially Ontrack, Lending Ontrack and SMSF Ontrack services.

Take control of your financial life.WE CAN SHOW YOU HOW.

OUR TEAM

PrimeAdvisory’s team of specialists is with you all the way on your financial journey.
From business advisory and accounting to financial planning and wealth creation,
we provide expert advice to help you to reach your financial and lifestyle goals.

CHRISTIAN BORKOWSKI - CEO

As the CEO and one of the founding Directors, I continually enjoy the opportunity to work
with my fellow directors in shaping where we are heading as a business, what we stand
for, and who we will serve. In fairness, it is an honour and a privilege to be in such a
trusted position, to provide advisory services to our clients that help them create wealth,
protect and keep that wealth, and at all times remain compliant with any obligations
imposed by the various regulatory bodies. The provision of such services is a significant
responsibility and it is a challenge that we relish!

QUALIFICATIONS

Chartered Accountant

SMSF Specialist Advisor, SSA™

Registered Tax Agent

Bachelor Economics (Macquarie)

SPECIALISATIONS

Business Advisory

SMSF Strategy

Small Business CGT Concessions

Tax Advisory & Structuring

GUY WALL - DIRECTOR

I have been advising clients on how to keep their finances on track since 1996. It’s a big responsibility and one that I embrace. I enjoy it – it’s all about making sure I understand where a client is today, where they’d love to get to in the future, and then across each year tracking that they are on track to achieve their goals. While we appreciate that each person’s goals and objectives are different, we do see a common thread across all clients: Everyone feels great when they set and achieve their financial goals. It’s a brilliant feeling.

I, personally, am an avid goal setter and ‘box ticker’. One of my long standing goals is to build a business that helps clients and their families succeed financially. It makes such a difference in all aspects of their lives when their finances are healthy and under control.

QUALIFICATIONS

Certified Financial Planner, CFP®

SMSF Specialist Advisor, SSA™

Bachelor of Science

SPECIALISATIONS

Goals and objectives based planning

Strategic planning

SMSF Specialist

MARK GREENWOOD - DIRECTOR

I still love what I do, 25 years on – and why wouldn’t I? Helping clients to realise their financial and lifestyle goals is incredibly rewarding. Over the 25 years, I’ve had the privilege of working with many wonderful clients across their various life stages. At the end of the day my role is to help clients make smart decisions about their money. I have seen the clients who started with me all those years ago prosper financially and today their children are also our clients. My philosophy is to put myself in their shoes and guide them securely along the path to financial security.

QUALIFICATIONS

Dip FP (Diploma of Financial Planning)

Certified Financial Planner, CFP®

SPECIALISATIONS

Goals and objectives based planning

Strategic planning

SMSF Specialist

COMPANY TEAM MEMBERS

Christian Borkowski - Senior Advisor

Mark Kelly - Senior Advisor

Matt Young - Senior Advisor

Tom Smith - Senior Advisor

Andrew Mahoney - Advisor

Thomas Henman - Accountant

Ryan Chester - Accountant

Chathuri Nanayakkara - Accountant

Sue Creighton - Client Services Manager

Joyce Sanders - Client Services

Guy Wall - Senior Advisor

Mark Greenwood - Senior Advisor

Angus Rodgers - Advisor

Ben Norval - Advisor

Michelle Bennett - Advisor

Andrew Last - Paraplanner

Marie Mauger - Client Services Manager

Alma O'Reilly - Client Services

Matt Treble - Client Services

Harrison Cockburn - Paraplanner

Christian Borkowski - CEO

Guy Wall - Director

Mark Greenwood - Director

Mark ChaoMo - Finance

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TESTIMONIALS

Thanks Christian for the great meeting. You are one of the most knowledgeable accountants I have ever met.

-SW, WINDSOR

My financial life was disorganised and unplanned. Now I feel in total control.

-A.T., LINDFIELD

I recommend PrimeWealth because of the help and advice, the personal service and excellent management of my finances. I recommend PrimeWealth because I have great trust in them and feel confident in my investments.

- W.B., Gordon

Christian’s advice is very valuable because he is able to explain complex matters in a way that is clear and understandable

- T.R., SYDNEY

Thank You for the super quick and speedy and positive tax return. I was so worried I may owe money, or not get my taxable income down to where I need it.

Your team rocks Christian – very happy with Andrew’s work and the Prime Advisory team as a whole.

- C.M., Panania

Prime Accounting are continuing to keep our company up to speed on new and exciting opportunities and have a very well rounded approach and knowledge for all our accounting needs.”

-DNA, ORCHARD HILLS

WHAT’S NEW

Stay up to date with the latest PrimeAdvisory news.

Do you earn income overseas? A recent case highlights why you might pay more tax than you thought on foreign income.
If you are an Australian resident and earn income from overseas, such as income from investments, sale of assets such as property, distributions from foreign trusts, etc.

On 30 January 2019, the Prime Minister, Scott Morrison delivered some good news for business owners, announcing that the instant asset write-off scheme is expected to be extended through to 30 June 2020 and the current threshold of $20,000 increased to $25,000. The government will be seeking t

As we roll into a new school year, it’s not uncommon for grandparents to contribute to their grandchildren’s private school education.
If you are supporting your family by helping fund a grandchild’s private education, before the first term’s school fees are due it’s important to receiv